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Compare · BEN vs PGZ

BEN vs PGZ

Side-by-side comparison of Franklin Resources Inc. (BEN) and Principal Real Estate Income Fund (PGZ): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BEN and PGZ operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN is the larger of the two at $14.12B, about 139.1x PGZ ($101.5M).
  • Over the past year, BEN is up 44.9% and PGZ is up 1.3% - BEN leads by 43.6 points.
  • BEN has hit the wire 8 times in the past 4 weeks while PGZ has been quiet.
  • BEN has more recent analyst coverage (22 ratings vs 0 for PGZ).
PerformanceBEN+44.87%PGZ+1.29%
2025-04-28+0.00%2026-04-24
MetricBENPGZ
Company
Franklin Resources Inc.
Principal Real Estate Income Fund
Price
$27.14+1.23%
$10.24+0.10%
Market cap
$14.12B
$101.5M
1M return
+13.54%
+6.22%
1Y return
+44.87%
+1.29%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
2013
News (4w)
8
0
Recent ratings
22
0
BEN

Franklin Resources Inc.

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.

PGZ

Principal Real Estate Income Fund

Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.

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